Fundrise – Portfolio Performance Update

For the past 3 years I have been increasing my real estate investment via my Fundrise portfolio.  My account is now diversified into 10 different eREIT and eFunds.  My returns slowed since last post, but that was expected.  Let’s take a look.

September 2019 Portfolio:

As of the end of September 2019, my portfolio includes 187 active projects.  This is an increase of 64 projects over my last update. My account has shifted into more equity based projects by about ~400bps.  This shift is driven by both my selection of eREITs to invest in, and the reinvestment of dividends. With 3 months remaining in the calendar year, my year to date returns are at 3.5%. My total annual returns are at 5.7%.  This is expected as I entered into new funds this year that have not started to provide returns.  My annual return rate should increase over the next year or two as those funds stabilize.

My portfolio performance as of September 2019
My portfolio performance

Top Performing Position

My top performing eREIT for 2019 is the East Coast eREIT.  This investment’s YTD return rate is already at 6.5% and growing.  The growth I am seeing is about 2/3 dividends and 1/3 appreciation.  Fundrise explains that this fund acquires a balance of both debt and equity in commercial real estate located in the East Coast region of the United States.  This investment intends to obtain a fixed rate of return that maximizes current income and equity. 

Reinvestment Options

My main goal with this investment platform is to maximize for long term growth.  Fundrise provides an easy route to grow your portfolio.  They disperse dividends every quarter and I have selected to automatically reinvest those dividends.  My dividend reinvestment’s follow the Long-Term Grown investment plan that Fundrise provides.  The intent of the plan is to provide maximum returns over the long run.

Join Me

If you would like to join me on this real estate investment journey, click the link below. Both of us will receive 90 days of zero advisory fees.

Join Fundrise Today!


*I am not a financial planner and all of the above is personal opinion and performance. Your performance and experiences may differ.

Fundrise – Real Estate for all Portfolio Sizes

Fundrise is a real estate investing platform that I came across in August of 2016. This program interests me, as it has large growth potential over a long term investment. This program is not a liquid investment, and can take some time to liquidate funds.

Portfolio Options:

Fundrise has some lower-cost packages to allow newer investors the chance to try out their service with a smaller initial investment.  Their lowest investment package is a $500 starter portfolio and it has a 90 day money back guarantee.  But if you bump up to $1,000 you can move into any of the advanced portfolios for free.  Back in 2016, I started out with a $1,000 investment. Over the past two years, I have seen a lot of growth, and I have continually added additional funds to my portfolio. I am now invested in 123 projects across most of Fundrise’s real estate investment trusts (REITs).

Fundrise Portfolio Project Count
My Fundrise Project Chart

The Best Part:

The cool part about these REITs is that you receive regular updates about the real estate you are invested in. Also, the share value will fluctuate with the performance. I recently chose to fund a couple of their new REITs so I could experience the program from start to finish. I do not expect a return right away, but look forward to the potential return of the future.

My Performance:

  • 7.4% Annually

I am excited for the future of this program and will continue to grow my investment. If you would like to join me on this investment journey, click the link below. Both of us will receive 90 days of zero advisory fees.

https://fundrise.com/r/qgp9k

*I am not a financial planner and all of the above is personal opinion and performance. Your performance and experiences may differ.